Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No.

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1 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No E Rule 22.1 Sheet 1 The following terms and conditions apply to both Southern California Edison (SCE) customers and electric energy service providers (ESP) who participate in Direct Access (DA) as defined by Rule 22. The following Rule implements the Switching Exemption Decision (D.) , which adopted guidelines regarding the rights and obligations of DA Customers who return to Bundled Service and subsequently switch back to DA service, D , Decision Regarding Increased Limits For Direct Access Transactions, which adopted guidelines regarding the rights and obligations of non-residential bundled service customers to switch to DA service, and D , which reduced the minimum commitment on Bundled Portfolio Service from three (3) years to eighteen (18) months and D , which adopted a lottery process in lieu of a first-come/first served process. D , D , D , and D established provisions for eligible DA Customers regarding: 1) Transitional Bundled Service, 2) Bundled Portfolio Service, and 3) Phase-In Period, and (4) Post Phase-In Period. Pursuant to D , customers receiving Direct Access Service, Transitional Bundled Service or Bundled Portfolio Service may be automatically enrolled in a Community Choice Aggregation Program as described in Rule 23. Effective March 11, 2010, the right to transfer to Direct Access service is closed to residential customers. However, a Residential Customer previously classified as DA-eligible that submitted a sixmonth advance notice to transfer to DA service prior to March 11, 2010, retains a one-time right to transfer to DA service pursuant to D and the conditions set forth in Section B below. Customers switching to or from Bundled Service (with the exception of Transitional Bundled Service described in Section A of this Rule) shall notify SCE six (6) months in advance of their intent to switch. A. Transitional Bundled Service 1. Transitional Bundled Service (TBS) is effective February 19, 2004 and allows DA Customers to return to Bundled Service on a transitional basis while switching from one ESP to another, or for similar or related reasons where TBS is needed as provided in this Rule or Rule 22 Section Q. (T) (T) 2. The TBS provision is limited to a 60-day period. The 60-day period begins on the day DA service is disconnected which is the day SCE starts supplying power to the service account (day 1). By no later than the end of the 60-day period (day 60 of SCE supplying power), SCE must be in receipt of a Direct Access Service Request (DASR) from the customer s new ESP to switch the account to DA. In addition to meeting the DASR provisions set forth in Rule 22 Section E, DASRs to switch the account back to DA service must comply with the following special conditions: a. Accepted DASRs that do not require a meter change will be processed based on normal DASR processing timeframes as defined in Rule 22, Section E. SCE will include the TBS requirement with the DASR status notification that is sent to the customer as provided for in Rule 22, Section E.7. The customer is responsible for providing its new ESP with this information. b. Rejected DASRs must be corrected and resubmitted by the ESP and be acceptable to SCE no later than 20 days following the conclusion of the TBS period (day 80 of SCE supplying power). DASRs not corrected by the ESP within this time period will be cancelled by SCE. Advice 2903-E-A Megan Scott-Kakures Date Filed Mar 4, 2014 Decision Vice President Effective Jun 23, C10

2 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No E E A. Transitional Bundled Service Rule 22.1 Sheet 2 2. The TBS provision is limited to a 60-day period c. For accepted DASRs that require a meter change, the meter change must be completed no later than 60 days following the conclusion of the TBS period or the corrected DASR timing established in Section A.2. If a meter change is not completed within 60 days, SCE will switch the account to DA on the customer s next scheduled meter read date with notification to the ESP and customer at the conclusion of the 60 day period. If special metering services are required, such metering services will be done in accordance with the applicable tariffs. (L) (L) 3. Accounts failing to meet the time limitations and DASR requirements as set forth in Section A.2 above will be in default of the TBS provisions and returned to Bundled Portfolio Service for an eighteen (18) month minimum period, subject to the conditions set forth in Section B of this Tariff. Such a default initiates the six month notice of return to Bundled Service which is not subject to cancellation. During this six month period, the account will be subject to the pricing conditions established in Section A.4. SCE will notify the customer within 10 business days of the default, providing an explanation of the default situation, actions being taken and the customer s new Bundled Portfolio Service requirements. 4. Customers electing the TBS option will 1) be subject to transitional bundled commodity pricing, as defined in Schedule PC-TBS, 2) be subject to the provisions and applicable charges of the Direct Access Cost Responsibility Surcharge (DA-CRS) as defined in Schedule DA-CRS and 3) be ineligible to receive DA Revenue Cycle Services Credits as defined in Schedule DA-RCSC with the exception of the meter ownership credit, if applicable. 5. DA Customers electing TBS may continue to use the same meter provided it is compatible with SCE s meter reading system. Incompatible meters will be replaced by SCE with a meter that meets the customer s applicable tariff requirements, unless SCE has the capability to do a special read for a fee or the customer and SCE can agree on an alternative arrangement. Special metering requirements while receiving TBS will be subject to costs as set forth in Schedules CC-DSF and ESP-DSF. 6. Customers returning to DA Service at the conclusion of their TBS term will retain their continuous DA status associated with Schedule DA-CRS, if applicable. Advice 2839-E Akbar Jazayeri Date Filed Jan 22, 2013 Decision Vice President Effective Jan 22, C21

3 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No E Rule 22.1 Sheet 3 B. Bundled Portfolio Service 1. This service option is effective February 19, 2004 and is applicable to all DA-eligible Customers who return to Bundled Service for a minimum of eighteen (18) months. This eighteen (18) month minimum Bundled Service commitment will be referred to herein as SCE s Bundled Portfolio Service (BPS).The following conditions will apply: a. Customers electing this service make an eighteen (18) month commitment and will not be allowed to return to DA service until their eighteen (18) month minimum period has been completed. The eighteen (18) month minimum period will begin on the date the customer is switched to BPS after the conclusion of the six-month advance notice period as set forth in Section B.1.b. of this Tariff. With the exception of the one-time temporary waiver granted during the Open Enrollment Window described in Section D.4 below, no premature departures from the eighteen (18) month commitment will be allowed. b. Customers must provide a six-month advance notice to SCE prior to becoming eligible for BPS so SCE can adjust its procurement activity to accommodate the additional load. Such notification will be made by the customer submitting the Customer Advanced Notification Form in writing or electronically. SCE will provide the customer written confirmation and necessary switching process information within twenty (20) business days of receipt of the customer s notification. Once received by SCE, customers will have a three business-day rescission period after which advance notifications cannot be canceled. SCE will process requests to receive BPS in the following manner: (1) Account transfers to BPS will be switched on the customer s next scheduled meter read date after the completion of the six-month advance notice period. For service accounts with meters that are incompatible with SCE s meter reading system as set forth in Rule 22, SCE will replace the incompatible meter with a meter that is acceptable to SCE. Such metering service will be done at the expense of the customer in accordance with Schedule CC-DSF. (2) SCE will initiate a DASR to transfer the account to BPS and will provide notification to the customer and ESP in accordance with Rule 22, Section E.7. Advice 2678-E Akbar Jazayeri Date Filed Dec 22, 2011 Decision Vice President Effective Jan 1, C11

4 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No E*** Rule 22.1 Sheet 4 B. Bundled Portfolio Service 1. This service option is applicable to DA customers c. During the six-month advance notice period before becoming eligible for BPS, customers may either continue on DA service or return to Bundled Service and receive TBS pricing terms as set forth in Section A.4. of this Tariff. SCE will process any DASR returning the customer to Bundled Service during the sixmonth advance notice period in accordance with Rule 22 and will provide Bundled Service to the customer at the TBS rate for the remainder, if any, of the six-month advance notice period. SCE will initiate the necessary transfer of the account to BPS at the conclusion of the six-month advance notice period with notification to the customer. The metering requirements of Section B.1.(b)(1) above will apply to such returns during the six-month advance notice period. Customers electing to receive TBS from SCE anytime during the six-month advance notice period (i.e., before the commencement of BPS Service) cannot return to DA service. d. Customers returning to DA service at the conclusion of their BPS term will retain their continuous DA status associated with Schedule DA-CRS, if applicable. DA customers continue to be responsible for DA-CRS under-collections and subject to the terms of Schedule DA-CRS. 2. At the end of a DA-eligible customer s eighteen (18) month BPS commitment, the customer may have the option to transfer to DA service under the provisions of Section B.2 of this Rule, or remain on Bundled Service. Between April 16, 2010 and July 15, 2010, all DA-eligible non-residential customers may have an opportunity to transfer their service accounts to DA service under the provisions of Section C, below, or remain on Bundled Service. SCE will provide the customer with a courtesy reminder eight months before the expiration of the customer s eighteen (18) month BPS commitment. If for any reason the customer is not sent, or does not receive, a courtesy reminder from SCE, the customer is not relieved of its responsibility for providing SCE the notice required in Section B.2(a) below. a. Subject to the DA load limitations set forth in Section C, DA-eligible customers may elect to switch to DA service at any time subsequent to the conclusion of the eighteen (18) month BPS commitment period with the required six months advance notice. Customers must provide SCE a six-month advance notice to SCE prior to becoming eligible for DA service so SCE can adjust its procurement activity to accommodate the change in load. Such notification will be made by the customer submitting a Six-Month Notice to Transfer to Direct Access Service Form (Form ) as specified on SCE s website. Only one six-month notice can be submitted per submission method (e.g. ); otherwise, the entire submission will be rejected and each six-month notice will need to be resubmitted. If any service accounts on a six-month notice do not belong to the customer indicated on the six-month notice, such service accounts will be rejected and will need to be resubmitted on a separate six-month notice. Each six-month notice received by SCE will be time and date stamped by SCE to determine precedence. Once received by SCE, customers will have a three business-day rescission period after which advance notifications cannot be cancelled. SCE will provide the customer written confirmation and necessary switching process information within 30 business days of receipt of the customer s notification, including the final date for SCE to be in receipt of a DASR to return to DA service. The customer is responsible for providing its ESP with this information. Advice 2678-E Akbar Jazayeri Date Filed Dec 22, 2011 Decision Vice President Effective Jan 1, C10

5 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 22.1 Sheet 5 B. Bundled Portfolio Service 2. At the end of the customer s eighteen (18) month a. (1) The customer s ESP shall submit a DASR to ensure the necessary switch to DA service under DA switching rules occurs on the service account s next scheduled meter read date after the completion of the six-month advance notice period. Meter changes must be completed in accordance with Section A.2. of this Tariff. (2) If SCE is not in receipt of a DASR by the final date specified in the SCE s confirmation of receipt of the customer s six-month notice, the customer s account will be transferred to TBS. The customer will be subject to the terms of Section A above. If SCE has not received a DASR by the end of the 60-day TBS, then the customer s six-month notice to return to DA shall be cancelled, and that cancellation shall serve as the customer s six-month notice to bundled service provided under the existing rules. The customer continues to be subject to Section A until the end of the six months. The customer shall also be treated as any other customer returning to bundled from DA service. That is, the eighteen (18) month BPS commitment period requirement shall apply. b. Customers electing to remain on Bundled Service are not required to take any action. 3. Effective March 11, 2010, the right to transfer to Direct Access service is closed to Residential customers. However, Residential Customer previously classified as DAeligible that submitted a six-month advance notice to transfer to DA service prior to March 11, 2010 retains a one-time right to transfer to DA service pursuant to D and the conditions set forth in Section B. If a residential DA customer returns to Bundled Portfolio Service, the customer shall not be permitted to switch back to DA service. Advice 2678-E Akbar Jazayeri Date Filed Dec 22, 2011 Decision Vice President Effective Jan 1, C10

6 Southern California Edison Revised Cal. PUC Sheet No E* Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No E* Original E Rule 22.1 Sheet 6 (T) C. Phase-in Period (D) 1. Section C is applicable during the Phase-in Period described in Section C.2, below. Section C is not applicable to eligible non-residential customers who have submitted a Six Month Advance Notice To Transfer To Direct Access Service form prior to April 11, 2010 and are pending a return to DA service under the provisions of Section B.2, above. 2. The Phase-in Period will begin on April 11, 2010 and continue for four (4) calendar years with the annual limits on DA load increases over the Phase-in Period as described below, up to the maximum DA cap of eleven thousand seven hundred and ten (11,710) gigawatt-hours (GWh) established for SCE s service territory (Overall DA Cap), as defined per D , Appendix 1, as Load Cap. Kilowatt-hours (kwh) remaining under the annual limit in one year will be rolled over to subsequent years as part of the cumulative increasing annual limits during the phase-in period. Pursuant to D , the Existing Base Line DA Load is 7,764 GWh, the New DA Load Allowance is 3,946 GWh, and the annual GWh limits are set based on a percentage of the New DA Load Allowance as follows: a Annual Limit thirty-five (35) percent of the New DA Load Allowance, or 1,381 GWh. The 2010 Load Cap: 9,145 GWh [7,764 GWh + 1,381 GWh] b Annual Limit An additional thirty-five (35) percent of the New DA Load Allowance (1,381 GWh) for seventy (70) percent total. The 2011 Load Cap: 10,526 GWh [9,145 GWh + 1,381 GWh] c Annual Limit An additional twenty (20) percent of the New DA Load Allowance (789 GWh) for ninety (90) percent total. The 2012 Load Cap: 11,315 GWh [10,526 GWh GWh] d Annual Limit An additional ten (10) percent of the New DA Load Allowance (395 GWh) for one hundred (100) percent of the room under the DA cap. The 2013 Load Cap: 11,710 GWh [11,315 GWh GWh]. 3. SCE will notify all DA-eligible customers by means of a bill insert or a bill onsert (a message printed on the customer s bill), as early as March Customers may visit SCE s website for details on the terms and conditions for participation in the partial reopening of DA service under D and D However, if for any reason the customer is not sent, or does not receive, notification from SCE, as required in Section C.4, the customer is not relieved of its responsibility to provide SCE the Notice Of Intent To Transfer To Direct Access Service During The Open Enrollment Window (NOI), (Form ) to participate in the Open Enrollment Window described below. Advice 2461-E-A Akbar Jazayeri Date Filed Jun 4, 2010 Decision Vice President Effective Apr 11, C

7 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 22.1 Sheet 7 C. Phase-in Period 4. Enrollments During The Open Enrollment Window (OEW) During the Open Enrollment Window (OEW) that will begin on April 16, 2010 at 9:00 a.m. PDT and end at 11:59 p.m. PDT on July 15, 2010, interested DA-eligible customers may submit an NOI to transfer service accounts to DA service. a. All Load Serving Entities (LSEs), whether they are currently serving load or not, shall file forecasts of new customers that they expect to gain via the OEW and other periods for Resource Adequacy (RA) compliance years 2010 and 2011 according to the rule set forth by the Commission s Energy Division for the RA process in Rulemaking (R.) The Energy Division will issue an amended RA Guide and reporting template for the 2010 compliance year as well as a RA Guide and reporting template for the 2011 compliance year. b. Enrollment during the OEW will be as follows: (1) A temporary one-time waiver of the six (6) month advance notice requirement for all non-residential DA-eligible customers, will apply during the OEW so that all non-residential DA-eligible customers will have the opportunity to submit an NOI as of April 16, 2010 if they wish to do so, pursuant to the process described in Section C.4.b.(3) (below). (2) A one-time waiver of any bundled portfolio service (BPS) commitments in existence on April 11, 2010 shall apply so that all DA-eligible customers may begin to enroll in DA service as of the OEW if they wish to do so pursuant to the process described in Section C.4.b.(3) below. The one-time waiver will apply to a BPS commitment in existence on April 11, 2010 even if the customer does not elect to transfer to DA service during the OEW. After the end of the OEW, these customers may elect DA service at any time with the required six-month advance notice, assuming there is room under the annual limits during the phase-in period or Overall DA Cap. However, the 18-month BPS commitment shall continue to apply anytime a DA customer returns to BPS: (T) (3) DA-eligible customers can begin submitting NOI forms as of 9:00 a.m. PDT on April 16, The method(s) for submitting NOIs will be as specified on SCE s website. NOI forms must be submitted separately. In the event multiple NOI forms are received by SCE under a single submission (e.g. the same ), all NOI forms contained in the submission will be rejected. All service accounts listed in an NOI must be for the same customer of record (a customer of record will be distinguished by the Federal Tax Identification (FTI) number listed in SCE s customer information system), as specified on the NOI. Service accounts with an FTI number that does not match the FTI number for the customer of record indicated on the NOI will be rejected. (4) Each NOI received by SCE will be time and date stamped by SCE to determine precedence. The daily batch process for accepting NOIs (described in Section C.4.b(5) during the OEW will allow for a ten (10) percent threshold above the 2010 Annual Limit as described in Section C.4.b(5) below. Advice 3381-E R.O. Nichols Date Filed Mar 17, 2016 Decision Senior Vice President Effective Apr 16, C10

8 Southern California Edison Original Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Cal. PUC Sheet No. Rule 22.1 Sheet 8 C. Phase-in Period 4. Enrollments During The Open Enrollment Window b. Enrollment during the OEW: (5) SCE will process NOI s in daily (12:00 a.m. to 11:59 p.m. PDT) batches. Each daily batch of NOIs will, within twenty (20) days of receipt, be accepted unless and until the 2010 Load Cap is reached. A daily batch that causes the 2010 Load Cap to be exceeded will nevertheless be accepted provided that such daily batch does not exceed the 2010 Load Cap by more than 10 percent of the 2010 Annual Limit. Thus, a daily batch that causes the 2010 Load Cap to be exceeded will nevertheless be accepted provided that it does not cause the 2010 Load Cap to be exceeded by more than 138 GWh. Should a daily batch cause the 2010 Load Cap to be exceeded by more than 10 percent of the 2010 Annual Limit, NOIs in that particular daily batch will be accepted on a first-come, first-served basis (based on the date/time stamp of the NOI) up to the 2010 Load Cap plus a threshold of no more than 10 percent of the 2010 Annual Limit as defined in Section C.2.a. All other NOIs in that particular daily batch will be rejected. To maximize NOI acceptance in that particular daily batch that causes the 2010 Load Cap to be exceeded by more than 10 percent of the 2010 Annual Limit, SCE may accept individual service accounts in the order they are listed on the last NOI accepted in that daily batch up to the 2010 Load Cap plus the 10 percent of the 2010 Annual Limit threshold. All other NOIs in that particular daily batch will be placed on a wait-list, or rejected, as described below. (6) NOIs submitted during the OEW will not be accepted once the 2010 Load Cap has been reached. Any NOI that is found to have a deficiency (e.g., incorrect service account number) may be accepted on the condition that it is corrected by the customer within two (2) business days after SCE notifies the customer of such deficiency. NOIs will be void in the event a Direct Access Service Request (DASR) is not timely submitted, as described in Section C.4.b(2)(d) below, or in the event a deficiency in an NOI is not corrected by the customer within 2 business days. (7) For any NOIs accepted during the OEW, SCE will notify the customer of NOI acceptance within twenty (20) calendar days of NOI receipt, and will instruct the customer to notify its Electric Service Provider (ESP) that a DASR to switch a customer s service account(s) to DA service must be submitted to SCE for each eligible service account within sixty (60) calendar days of the date SCE s notice of NOI acceptance is sent to the customer. Advice 2461-E-A Akbar Jazayeri Date Filed Jun 4, 2010 Decision Vice President Effective Apr 11, C12

9 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No E Rule 22.1 Sheet 9 C. Phase-in Period 4. Enrollments During the OEW b. Enrollment during the OEW will be as follows: (8) The customer will have 60 calendar days from the date of SCE s notice of NOI acceptance is sent to cause its ESP to submit a DASR for each eligible service account. DASRs will be processed pursuant to DASR processing provisions under Rule 22 and eligible service accounts will be switched to DA service on their next scheduled meter read date, or the date specified on the DASR, if different from the next meter read date, depending on when SCE receives the DASR. Although Rule 22.E.18 allows SCE, the customer and ESP to mutually agree to a different service change date for the service changes requested in the DASR, SCE may be unable to accommodate special service change dates during the OEW. Nothing in this Section D is intended to rescind Rule 22.E.18: however, it may not be operable during the OEW. (9) If a DASR is not received by SCE for an eligible service account listed on an accepted NOI by the end of the sixty 60 calendar day period, the customer s NOI for that eligible service account will be void. (10) Any service account s NOI records voided for failure to submit a DASR within the sixty(60 calendar day period will not be subject to a 18-month minimum BPS commitment period as a result of such failure. This exception will apply only to NOIs accepted during the OEW. (11) If the 2010 Load Cap is reached during the OEW, SCE will stop accepting NOIs, and will begin placing submitted NOIs on a wait-list on a first-come, firstserved basis. The wait-list shall have a maximum capacity equal to twenty-five (25) percent of the 2010 Annual Limit as defined in Section C.2.a and shall be maintained until the last day of the OEW. Should any room under the 2010 Load Cap become available during the OEW as a result of any voided NOIs, within one (1) business day of SCE s determination of any room becoming available, SCE will notify eligible customers on the wait-list by of the acceptance of their NOIs. SCE will continue to issue such notices, on a one (1) business day basis as SCE determines that room is available during the OEW, through the last day of the OEW. A customer coming off the OEW wait-list will have 60 calendar days from the date of SCE s notice of the NOI acceptance is sent to cause its ESP to submit a DASR for each eligible service account to SCE. If a DASR is not received by SCE by the end of the 60 calendar day period, the customer s NOI for that service account will be void, and the exception under Section C.4.b(2) for the 18-month BPS commitment will apply. The wait-list will be terminated on the last day of the OEW. Any NOIs on the wait-list that were not accepted during the OEW will be void, and customers will be notified that they can begin submitting Six Month Advance Notice To Transfer To Direct Access Service forms as early as July 16, 2010 to switch to DA in No wait-list will be used after the OEW. (T) (T) Advice 3381-E R.O. Nichols Date Filed Mar 17, 2016 Decision Senior Vice President Effective Apr 16, C10

10 Southern California Edison Original Cal. PUC Sheet No E* Rosemead, California (U 338-E) Cancelling Cal. PUC Sheet No. Rule 22.1 Sheet 10 C. Phase-in Period 4. Enrollments During The Open Enrollment Window b. Enrollment during the OEW will be as follows: (12) The OEW will close at 11:59 p.m. PDT on July 15, There will be no OEW in subsequent years of the Phase-in Period. 5. All Load Serving Entities (LSEs), whether they are currently serving load or not, shall file forecasts of new customers that they expect to gain via the OEW and other periods for Resource Adequacy (RA) compliance years 2010 and 2011 according to the rule set forth by the Commission s Energy Division for the RA process in Rulemaking (R.) The Energy Division will issue an amended RA Guide and reporting template for the 2010 compliance year as well as a RA Guide and reporting template for the 2011 compliance year. 6. Enrollment after the OEW closes: a. In 2010: (1) DA-eligible customers can begin submitting Six Month Advance Notice To Transfer To Direct Access Service forms as of 9:00 a.m. PDT on July 16, The methods for submitting six-month notices will be as specified on SCE s website. Six-month notices must be submitted separately. In the event multiple six-month notices are received by Utility under a single submission (e.g. the same ) all six-month notices contained in the submission will be rejected. All service accounts listed on a six-month notice must be for the same customer of record indicated on the six-month notice. Service accounts with a Federal Tax ID (FTI) number that do not match the FTI number for the customer of record indicated on the Six-Month Notice will be rejected. SCE will use the same daily batch process described in Section C.4.b(5) above for accepting sixmonth notices for any room under the 2011 Load Cap and will allow for up to a 10% of the 2011 Annual Limit threshold above the 2011 Load Cap as defined in Section C.2.a.. (2) Each Six Month Notice received by Utility will be time and date stamped by SCE to determine precedence. SCE will process each six-month notice as described in section B.2.a above. The daily batch process for accepting the Six Month Notice To Transfer To Direct Access Service will follow the process established for the NOIs described in Section C.4.b(2)(b) and will allow for a 10% of the 2011 Annual Limit threshold above the 2011 Load Cap as defined in Section C.2.a. Once the 2011 Load Cap is reached, SCE will stop accepting Six Month Notice To Transfer To Direct Access Service forms (3) A six-month notice that is found to have a deficiency (e.g., incorrect service account number) may be accepted on the condition that it is corrected by the customer within two (2) business days after SCE notifies the customer of such deficiency. Six-Month Notices will be void in the event a deficiency in a sixmonth notice is not corrected by the customer within two (2) business days. Advice 2461-E-A Akbar Jazayeri Date Filed Jun 4, 2010 Decision Vice President Effective Apr 11, C

11 Southern California Edison Original Cal. PUC Sheet No E* Rosemead, California (U 338-E) Cancelling Cal. PUC Sheet No. Rule 22.1 Sheet 11 C. Phase-in Period 6. Enrollment after the OEW closes: a. In 2010: (4) A customer with an accepted six-month notice will be switched to DA starting in January 16, 2011, provided the customer s six (6) month advanced notice period has been satisfied and a DASR for each eligible service account has been timely received. (5) DASRs will be processed pursuant to Section B.2.a.(1) and B.2.a.(2) and the DASR processing provisions under Rules 22. (6) Once the 2011 Annual Limit is reached, SCE will stop accepting Six Month Notice To Transfer To Direct Access Service forms. (7) If room under the 2011 Load Cap subsequently becomes available, SCE will update its website to notify customers that it is accepting Six Month Notice To Transfer To Direct Access Service forms. Once received by SCE, customers will have a three (3) day rescission period after which advance notifications cannot be cancelled. SCE will use the same daily batch process described above for accepting Six Month Notice To Transfer To Direct Access Service forms for any room under the 2011 Load Cap. b. In 2011 (1) Customers may continue to submit 6-month advance notices after January 31, 2011 to switch to DA in 2011 or 2012, depending on whether there is room under the 2011 Annual Limit. The methods for submitting six-month notices will be as specified on SCE s website. Six-month notices must be submitted separately. In the event multiple six-month notices are received by SCE under a single submission (e.g., the same ) all six-month notices contained in the submission will be rejected. All service accounts listed on a six-month notice must be for the same customer of record indicated on the Six Month Notice. Service accounts with a Federal Tax ID (FTI) number that do not match the FTI number for the customer of record indicated on the six-month notice will be rejected. SCE will process each six-month notice as described in section B.2.a above. SCE will accept sixmonth notices up to the 2012 Load Cap. SCE will use the same daily batch process described in Section C.4.b(5) above for accepting six-month notices for any room under the Year Three (2012) Annual Limit and will allow for up to a 10% of the 2012 Annual Limit threshold above the 2012 Load Cap as defined in Section C.2.a. (T) Advice 2461-E-A Akbar Jazayeri Date Filed Jun 4, 2010 Decision Vice President Effective Apr 11, C

12 Southern California Edison Original Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Cal. PUC Sheet No. Rule 22.1 Sheet 12 C. Phase-in Period 6. Enrollment after the OEW closes: b. In 2011 (2) Each six-month notice received by SCE will be time and date stamped by SCE to determine precedence. SCE will process each six-month notice as described in section B.2.a above. SCE will accept Six Month Notice To Transfer To Direct Access Service forms up to the 2012 Load Cap. The daily batch process for accepting the Six Month Notice To Transfer To Direct Access Service forms will follow the process established for the NOIs described in Section C.4.b(2)(b) and will allow for a 10% of the 2012 Annual Limit threshold above the 2012 Load Cap as defined in Section C.2.a (3) A Six Month Notice that is found to have a deficiency (e.g., incorrect service account number) may be accepted on the condition that it is corrected by the customer within 2 business days after SCE notifies the customer of such deficiency. Six Month Notices will be void in the event a deficiency in a six-month notice is not corrected by the customer within two (2) business days. (4) A customer with an accepted six-month notice To Transfer To Direct Access Service will be switched to DA as soon as possible (depending on whether there is room under the 2011 Load Cap), but in any event starting in January 2012, provided the customer s six-month advanced notice period has been satisfied and a DASR has been timely received for each eligible service account. If there is no room available under the 2011 Load Cap, customers who submit Six Month Notice To Transfer To Direct Access Service forms prior to July 2011 may need to remain on bundled service for up to twelve (12) months before being able to switch to DA service. If room under the 2011 Load Cap subsequently becomes available in 2011, some customers may be able to switch to DA service prior to 2012, provided the 6-month advanced notice period has been satisfied and a DASR for each eligible service account has been timely received. (5) DASRs will be processed pursuant to sections B.2.a.(1) and B.2.a.(2) above and the DASR processing provisions under Rule 22. Advice 2461-E-A Akbar Jazayeri Date Filed Jun 4, 2010 Decision Vice President Effective Apr 11, C13

13 Southern California Edison Original Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Cal. PUC Sheet No. Rule 22.1 Sheet 13 C. Phase-in Period 6. Enrollment after the OEW closes: b. In 2011 (6) Once the 2012 Load Cap is reached, SCE will stop accepting Six Month Notice To Transfer To Direct Access Service forms. (7) If room under the 2012 Load Cap subsequently becomes available, SCE will update its website to notify customers that it is accepting Six Month Notice To Transfer To Direct Access Service forms. Once received by SCE, customers will have a three (3) business day rescission period after which advance notifications cannot be canceled. SCE will use the same daily batch process described above for accepting Six Month Notice To Transfer To Direct Access Service forms for any room under the 2012 Load Cap. c. In 2012 and 2013: SCE will use the same enrollment process as described above for 2011, using the applicable annual limits, except that: (1) a 10 percent of the 2013 Annual Limit threshold for daily batch processing will not apply to the 2013 Load Cap because it represents the Overall DA Cap; and (2) DA-eligible customers can begin submitting Six Month Advance Notice To Transfer To Direct Access Service forms as of 9:00 a.m. PST on January 2, 2012 to switch to DA in 2012 or 2013, depending on whether there is room available under the 2012 Load Cap. 7. During the Phase-in Period, SCE will indicate on its public website whether NOIs (during OEW) or Six Month Notices (after the OEW) can be submitted, and update this information regularly, as reasonably necessary, but in no event less frequently than monthly. This information should be sufficient to inform customers and ESPs whether there is room available under the annual limits during the phase-in or the Overall DA Cap after the phase-in. SCE will provide notice on its public website when the level of annualized sales for customers electing DA service approaches a certain percentage of the annual limit or Overall DA Cap (e.g., 95%). Changes in the twelve (12) month usage of DA accounts will be reflected in order to determine DA load availability. No customer taking DA service while room was available under the Overall DA Cap will be removed from DA service as a result of growth in DA load. Advice 2461-E-A Akbar Jazayeri Date Filed Jun 4, 2010 Decision Vice President Effective Apr 11, C16

14 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 22.1 Sheet 14 D. Post Phase-In Period The following describes the enrollment process after the Phase-In Period described in Section C.2. above closes: 1. DA customers or their authorized agent may submit Six-Month Notices via or an online IOU form during a prescribed five (5) business day window (Submission Period) in the second full business week in June of each year for space under the established Overall Load Cap that may become available during the twelve (12) months of the subsequent calendar year. The Submission Period will begin on Monday at 9:00 a.m. PDT and end on Friday at 5:00 p.m. PDT. Six-Month Notices received prior to 9:00 a.m. PDT Monday or after 5:00 p.m. PDT Friday will be rejected. Submissions must be made by or on behalf of an individual customer and shall include the following information: (D) a. Customer Name, Six-Month Notice, Submitter Name, and number of service Accounts being submitted. b. A completed Six-Month Notice may cover multiple service accounts but they must all be for the same customer, under that customer s Federal Taxpayer Identification (FTI) or other SCE customer identifiers. A Six-Month Notice found to include multiple FTI numbers or other incomplete information may be considered to have a deficiency. Upon notification from SCE of such deficiency, customers or their authorized agent shall have five (5) business days to correct the deficient Six-Month Notice. (N) (N) (T) c. A prioritized list of the submitted service accounts (in the event the available space under the established Overall DA Cap cannot accommodate the entire list). 2. Upon SCE s receipt of each Six-Month Notice, SCE will send an automatic receipt via , addressed to the party, from whom the notice was received, acknowledging that the Notice was received. The purpose of this shall be just to confirm that the submission was received. It shall neither confer any priority, nor impact the lottery process. Advice 3520-E Caroline Choi Date Filed Nov 30, 2016 Decision Senior Vice President Effective Dec 30, C16

15 Southern California Edison Revised Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Original Cal. PUC Sheet No E Rule 22.1 Sheet 15 D. Post Phase-In Period 3. Any duplicate Six-Month Notices covering the same service accounts will be discarded. If more than one Six-Month Notice is received for a service account, only one will be confirmed; all others will be ineligible. For any Six-Month Notice that SCE determines to be ineligible, it will send via a notice to the party from whom the Six-Month Notice was received that it has been determined to be ineligible. If the party believes that SCE s determination of ineligibility is in error, the party will have five (5) business days to dispute the SCE s determination, upon which SCE will review its determination and advise the submitter of the information required to resolve the dispute. 4. SCE to review/audit/confirm Six-Month Notices within thirty (30) business days following close of the Submission Period. 5. During the review and audit process, a Six-Month Notice that is found to have a deficiency (e.g., incorrect service account number) may be accepted on the condition that it is corrected by the customer within five (5) business days after SCE notifies the customer of such deficiency. Six-Month Notices will be void in the event a deficiency in a Six-Month Notice is not corrected by the customer within five (5) business days, but only as to the service account(s) for which there was an uncorrected deficiency. 6. Six-Month Notices will be accepted subject to all deficiencies being resolved and availability of space under the established Overall DA Cap. By the thirtieth (30 th ) business day of the review period, SCE will run the randomizer tool (Microsoft Access or some other tool agreed-upon by all parties) to assign a random number to each customer submission. 7. The Six-Month Notices will be ordered in sequence by their randomly assigned number and accepted subject to the established Overall DA Cap. Remaining Six-Month Notices will be placed on a wait list (Wait List) in the order assigned by the randomizer, and will be maintained on that Wait List for the subsequent calendar year. 8. Within ten (10) business days, following the thirty (30) day review period, customers will receive notification that their Six-Month Notice has been accepted or placed on the Wait List along with their initial sequence number, based upon the random lottery number. (D) 9. All Six-Month Notices on the Wait List on the last business day of each calendar year will be cancelled and superseded by the following year s Wait List. Advice 3520-E Caroline Choi Date Filed Nov 30, 2016 Decision Senior Vice President Effective Dec 30, C11

16 Southern California Edison Original Cal. PUC Sheet No E Rosemead, California (U 338-E) Cancelling Cal. PUC Sheet No. Rule 22.1 Sheet 16 D Post Phase-In Period 10. On the last business day of each month, SCE will determine if there is room under the Overall DA Cap and notify the first customer on the Wait List that there is available space under the Overall DA Cap: a. If the available space under the Overall DA Cap is sufficient to accommodate all of the customer s Wait-Listed service accounts, SCE will notify the customer of the DASR Due Date for each accepted service account at least forty-five (45) days in advance of the customer s earliest possible switch date. During this process, a Six-Month Notice that is found to have a deficiency (e.g., incorrect service account number) may be accepted on the condition that it is corrected by the customer within five (5) business days after SCE notifies the customer of such deficiency. Six-Month Notices will be void in the event a deficiency in a Six-Month Notice is not corrected by the customer within five (5) business days, but only as to the service account(s) for which there was an uncorrected deficiency. Customers will have fifteen (15) business days either to accept or decline the space offered, without penalty. Should the customer decline the space offered, the customer is removed from that year s Wait List and remains on utility bundled service. SCE will then notify the next customer on the Wait List. b. If the available space under the Overall DA Cap is not sufficient to accommodate all of the customer s service accounts on the Wait List, the IOU will notify the customer at least forty-five (45) days in advance of the customer s earliest possible switch date of the eligible service account(s) and the earliest possible switch date of the eligible service account(s) and will work with the customer to determine the service accounts to be switched. The remaining service accounts, if any, on the customer s list will remain on the Wait List. Customers will have fifteen (15) business days either to accept or decline the space offered, without penalty. Should the customer decline to accept the space offered, the customer is removed from that year s Wait List and remains on utility bundled service. c. Should a customer accept the offer and fail to submit a DASR by the DASR Due Date, the customer s service account(s) will be switched to Transitional Bundled Service and be subject to the then current Switching Exemption Rules. Advice 2839-E Akbar Jazayeri Date Filed Jan 22, 2013 Decision Vice President Effective Jan 22, C25